HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTI) |
155,203 | +1,845 | $40,337 |
| VTI | 155,203 | +1,845 | $40,337 |
| INVESCO QQQ TR |
71,063 | +773 | $31,553 |
| QQQ | 71,063 | +773 | $31,553 |
| ISHARES TR (OEF) |
116,279 | +18,841 | $28,769 |
| OEF | 116,279 | +18,841 | $28,769 |
| ISHARES TR (DGRO) |
410,858 | +5,196 | $23,854 |
| DGRO | 410,858 | +5,196 | $23,854 |
| ISHARES TR (IJH) |
342,833 | +275,258 | $20,824 |
| IJH | 342,833 | +275,258 | $20,824 |
| PROCTER AND GAMBLE CO |
51,983 | -14 | $8,434 |
| PG | 51,983 | -14 | $8,434 |
| ISHARES TR (IGV) |
92,538 | +74,087 | $7,891 |
| IGV | 92,538 | +74,087 | $7,891 |
| ISHARES TR (IQLT) |
166,371 | +2,882 | $6,598 |
| IQLT | 166,371 | +2,882 | $6,598 |
| TEXAS PACIFIC LAND CORPORATI |
3,308 | +2,206 | $1,914 |
| TPL | 3,308 | +2,206 | $1,914 |
| SPDR S&P 500 ETF TR (SPY) |
3,142 | -2 | $1,644 |
| SPY | 3,142 | -2 | $1,644 |
| APPLE INC |
9,453 | +2,048 | $1,621 |
| AAPL | 9,453 | +2,048 | $1,621 |
| ISHARES TR (IGEB) |
32,191 | -773 | $1,444 |
| IGEB | 32,191 | -773 | $1,444 |
| J P MORGAN EXCHANGE TRADED F (JPIE) |
29,707 | +13,621 | $1,353 |
| JPIE | 29,707 | +13,621 | $1,353 |
| NVIDIA CORPORATION |
1,336 | +525 | $1,207 |
| NVDA | 1,336 | +525 | $1,207 |
| SPDR SER TR (SJNK) |
47,551 | +5,023 | $1,199 |
| SJNK | 47,551 | +5,023 | $1,199 |
| MICROSOFT CORP |
2,327 | +451 | $979 |
| MSFT | 2,327 | +451 | $979 |
| VANGUARD WORLD FD (VGT) |
1,797 | UNCH | $942 |
| VGT | 1,797 | UNCH | $942 |
| MERCK & CO INC |
6,445 | +138 | $851 |
| MRK | 6,445 | +138 | $851 |
| JPMORGAN CHASE & CO |
3,283 | +178 | $658 |
| JPM | 3,283 | +178 | $658 |
| AMAZON COM INC |
3,414 | +100 | $616 |
| AMZN | 3,414 | +100 | $616 |
| SCHWAB STRATEGIC TR |
9,830 | +1 | $600 |
| SCHB | 9,830 | +1 | $600 |
| SPDR SER TR (SHM) |
11,989 | UNCH | $569 |
| SHM | 11,989 | UNCH | $569 |
| ISHARES TR (IWF) |
1,543 | UNCH | $520 |
| IWF | 1,543 | UNCH | $520 |
| ALPHABET INC |
3,231 | -464 | $488 |
| GOOGL | 3,231 | -464 | $488 |
| ALPHABET INC |
2,935 | -120 | $447 |
| GOOG | 2,935 | -120 | $447 |
| ISHARES TR (MUB) |
3,885 | UNCH | $418 |
| MUB | 3,885 | UNCH | $418 |
| COMMUNITY TR BANCORP INC |
9,440 | UNCH | $403 |
| CTBI | 9,440 | UNCH | $403 |
| ABBVIE INC |
1,875 | UNCH | $341 |
| ABBV | 1,875 | UNCH | $341 |
| EMCOR GROUP INC |
969 | UNCH | $339 |
| EME | 969 | UNCH | $339 |
| META PLATFORMS INC |
698 | UNCH | $339 |
| META | 698 | UNCH | $339 |
| ISHARES TR (IWD) |
1,761 | UNCH | $315 |
| IWD | 1,761 | UNCH | $315 |
 BERKSHIRE HATHAWAY INC DEL |
$307 | ||
| BRK.B | 729 | +729 | $307 |
| ASTRAZENECA PLC |
4,243 | UNCH | $287 |
| AZN | 4,243 | UNCH | $287 |
| SOUTHERN CO |
3,973 | UNCH | $285 |
| SO | 3,973 | UNCH | $285 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
1,523 | UNCH | $278 |
| VIG | 1,523 | UNCH | $278 |
| PALANTIR TECHNOLOGIES INC |
10,932 | -1,879 | $252 |
| PLTR | 10,932 | -1,879 | $252 |
| TOYOTA MOTOR CORP |
1,000 | +1,000 | $252 |
| TM | 1,000 | +1,000 | $252 |
| INTEL CORP |
5,581 | +5,581 | $247 |
| INTC | 5,581 | +5,581 | $247 |
| JOHNSON & JOHNSON |
1,552 | -741 | $246 |
| JNJ | 1,552 | -741 | $246 |
| TESLA INC |
1,303 | -573 | $229 |
| TSLA | 1,303 | -573 | $229 |
See Full List: All Stocks Held By Altus Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Altus Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2024: $190,060 At 12/31/2023: $167,185 Altus Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Altus Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
